#EarningsSeason
Earnings Season: $MU Micron announces today 30 September after market close! 🔥
I’m bullish—and strongly—because the reasons are clear:
✅ Expected earnings 31.49$ vs 3.03$ last year (+938%)
✅ Sales 50.9 billion $ (+350%) thanks to AI HBM
✅ Profit margin 86%—an unreal figure
✅ HBM4 memory fully sold out through 2028 to Nvidia
✅ The stock is up +1.37% today before the announcement and people are optimistic
It’s true the stock is up +560% over the past year, but demand for AI is still only at the beginning. If Micron provides strong 2027 guidance, we’ll see $MU above 1500$
My take: It beats expectations and flies up 7%+ after the announcement 🚀
What do you think—bullish or bearish?
#EarningsSeason #Micron #MU
Earnings Season: $MU Micron announces today 30 September after market close! 🔥
I’m bullish—and strongly—because the reasons are clear:
✅ Expected earnings 31.49$ vs 3.03$ last year (+938%)
✅ Sales 50.9 billion $ (+350%) thanks to AI HBM
✅ Profit margin 86%—an unreal figure
✅ HBM4 memory fully sold out through 2028 to Nvidia
✅ The stock is up +1.37% today before the announcement and people are optimistic
It’s true the stock is up +560% over the past year, but demand for AI is still only at the beginning. If Micron provides strong 2027 guidance, we’ll see $MU above 1500$
My take: It beats expectations and flies up 7%+ after the announcement 🚀
What do you think—bullish or bearish?
#EarningsSeason #Micron #MU